Our Comprehensive Accounting Services Give You Complete Confidence in Your Business's Financial Health

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Accounting Services

We offer a range of solutions to help you get a handle on your business or practice’s finances and make the best decisions for its future. We know that reliable and timely data is vital to you, letting you maximize profitability and ensure positive cash flow. We will handle your business's day-to-day transactions, giving you the numbers you need to focus on the bigger picture. Let us take care of:

Reconciling Bank Accounts & Credit Card Accounts
Reconciling Electronic Transactions to QuickBooks
Preparing Monthly Financial Statements
Preparing Sales Tax Reports
Quarterly Video Conference to Review Financials

CFO Services

If you’re looking to grow your operations, you’ll need to advance your accounting with CFO solutions. Using Key Performance Indicators (KPIs) and strategic business consulting, we can show you exactly where your business stands and where it is headed. Whether you’re looking to increase market share or expand to new locations, our team of expert advisors will map out your path to growth. Move your business forward with:

Part-time virtual CFO service
Strategic Financial Consulting
Key Performance Indicator Scorecards
Budgeting & Operation Plan Development
Credit Card Analysis

Software Setup

Accounting software is great for growing businesses that want to keep track of their financial data. But installing the software can cause you headaches, not to mention big problems later, if it has not been setup properly. As well as guaranteeing a quick and accurate initial setup, our QuickBooks ProAdvisors also guide you on how to use the software to get the best outcomes for your business.

Initial software setup
QuickBooks 1-on-1 Training
QuickBooks Team Training
Accounting System Assessment
Accounting System Clean-up

Whatever Your Service & Wherever You Are On Your Business Journey - We Can Help You Move In The Right Direction

Health Practices

We’re proud of the expert-level knowledge we’ve built from years of helping healthcare practices thrive. The healthcare industry is ever-changing, but we have our finger on the pulse of any new regulations and demands on your practice. Reduce risk and cut a sharp competitive edge with the help of our specialist team.

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Small and Mid-Sized Companies

Our team understands that, as a business owner, your focus is on building your company and making your customers happy - not on crunching numbers. We take away the stress of figuring out your finances and arm you with the data you need to make the smart, proactive business decisions that will move your business forward.

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Schedule your Free Financial Wellness Consultation today

At Synergy, We Offer High-Quality Guidance That Makes a Consistently Positive Impact For Our Happy Clients

But Don’t Just Take Our Word For It...

“Our company has been using Synergy’s services for a couple of years now. We have found Lakia to be timely, trustworthy and conscientious with all her work. She was hired as a bookkeeper, but we received a lot more in advice and services”

– Chris Holcomb, Owner Heritage Financial Advisors LLC

“Synergy Accounting Services is a warm, responsive and attentive source of expert accounting knowledge which has helped our company transition from start-up to thriving small business. Through a personalised service and excellent response times, we feel like a priority to Synergy, no matter the size and scope of our needs.”

– Jena Crable, Director of Operations Cradle Systems (Washington, DC)

“It is difficult to place a value on how much Synergy Accounting has helped my partners and I. Not only did they do a professional job for us, but the budgeting and forecasting they provided was superb. I know exactly who I will contact when accounting needs to be outsourced, and you should do the same.”

– Dominic Phelps, Owner and Managing Partner, Phelps Realty Group